AWM

Accel Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$665K
3
+$533K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$524K
5
DVN icon
Devon Energy
DVN
+$402K

Top Sells

1
+$526K
2
+$294K
3
+$270K
4
GAB icon
Gabelli Equity Trust
GAB
+$241K
5
HNDL icon
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
+$222K

Sector Composition

1 Technology 4.12%
2 Financials 3.07%
3 Industrials 2.74%
4 Energy 2.57%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12.5K 0.01%
1,191
+31
602
$12.5K 0.01%
200
603
$12.4K 0.01%
1,122
604
$12.4K 0.01%
300
605
$12.4K 0.01%
133
606
$12.3K 0.01%
87
607
$12.1K 0.01%
81
608
$12.1K ﹤0.01%
197
+1
609
$12K ﹤0.01%
2,250
610
$11.9K ﹤0.01%
767
-1,524
611
$11.9K ﹤0.01%
222
-26
612
$11.8K ﹤0.01%
194
613
$11.8K ﹤0.01%
35
614
$11.7K ﹤0.01%
152
-561
615
$11.6K ﹤0.01%
62
616
$11.5K ﹤0.01%
521
617
$11.5K ﹤0.01%
414
+5
618
$11.5K ﹤0.01%
587
-170
619
$11.5K ﹤0.01%
119
620
$11.5K ﹤0.01%
1,045
621
$11.4K ﹤0.01%
264
622
$11.4K ﹤0.01%
146
+115
623
$11.3K ﹤0.01%
1,000
624
$11.3K ﹤0.01%
968
-294
625
$11.3K ﹤0.01%
106
23 24
25
26 27